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Question 9 - Certified Field Service Consultant discussion

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One of Universal Containers' customers reported that the Technician sent to their site left without cleaning up the work area afterward.

How can Universal Containers ensure that a different Technician is assigned all future work for that Customer?

A.
Assign the Technician to a new Service Territory.
Answers
A.
Assign the Technician to a new Service Territory.
B.
Remove the Technician as a Preferred Resource.
Answers
B.
Remove the Technician as a Preferred Resource.
C.
Create an Excluded Resource for the Account.
Answers
C.
Create an Excluded Resource for the Account.
D.
Create a new Work Order Validation Rule.
Answers
D.
Create a new Work Order Validation Rule.
Suggested answer: C

Explanation:

Excluded Resources are used to prevent certain service resources from being assigned to specific accounts or locations based on customer feedback or preferences. Assigning the Technician to a new Service Territory would affect all their service appointments, not just those for that Customer. Removing the Technician as a Preferred Resource would not prevent them from being assigned to that Customer, but would lower their priority. Creating a new Work Order Validation Rule would not affect the scheduling or optimization of service appointments, but would only validate data entry on work orders.

Reference: https://help.salesforce.com/s/articleView?id=sf.fs_excluded_resources.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_territories.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_preferred_resources.htm&type=5

asked 23/09/2024
Robert Jebakumar Jayakumar
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